ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 114 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.22 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $44,000 | +15.8% | 388 | 0.0% | 0.02% | -10.0% |
| Q3 2020 | $38,000 | +8.6% | 388 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $35,000 | -72.9% | 388 | -79.0% | 0.02% | -87.5% |
| Q1 2020 | $129,000 | -66.2% | 1,846 | -53.2% | 0.16% | -20.8% |
| Q4 2019 | $382,000 | +2.7% | 3,941 | -2.0% | 0.20% | -18.5% |
| Q3 2019 | $372,000 | -2.1% | 4,023 | +0.0% | 0.25% | -2.0% |
| Q2 2019 | $380,000 | +65.9% | 4,022 | +59.9% | 0.25% | +54.3% |
| Q1 2019 | $229,000 | +50.7% | 2,516 | +38.8% | 0.16% | +39.0% |
| Q4 2018 | $152,000 | -11.6% | 1,813 | +4.0% | 0.12% | +2.6% |
| Q3 2018 | $172,000 | -1.7% | 1,743 | -1.4% | 0.12% | -9.4% |
| Q2 2018 | $175,000 | -18.6% | 1,767 | -20.9% | 0.13% | -19.1% |
| Q1 2018 | $215,000 | – | 2,234 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Family Advisors, LLC | 114,550 | $11,707,000 | 5.40% |
| Chessman Wealth Strategies RIA | 23,801 | $2,432,000 | 2.43% |
| BREITER CAPITAL MANAGEMENT INC | 14,287 | $1,460,000 | 2.10% |
| Kalos Management, Inc. | 28,658 | $2,928,000 | 1.38% |
| Copperwynd Financial, LLC | 18,162 | $1,856,000 | 1.36% |
| NATIONAL PLANNING CORP | 89 | $9,096,000 | 1.25% |
| Barber Financial Group, Inc. | 40,116 | $4,100,000 | 1.04% |
| Strategic Wealth Partners, Ltd. | 17,971 | $1,762,000 | 0.98% |
| Conservest Capital Advisors, Inc. | 45,727 | $4,673,000 | 0.93% |
| COMMERCE BANK | 629,507 | $64,336,000 | 0.84% |